Aaron Chong En Wee
Aaron Chong En Wee @Alderique

表现
全部

5.73%2026
2026
15.97%2025
2025
21.04%2024
2024
21.17%2023
2023
-17.31%2022
2022
18.56%2021
2021
23.89%2020
2020
33.55%2019
2019
2.26%2018
2018
44.63%2017
2017
0.39%2016
2016
44.6%0%-44.6%
Aaron Chong En Wee
Dear partners, This is the portfolio's monthly update reflecting all changes taken place in July 2026, reflected at the start of August 2026: Current asset allocation by market sector: - Finance: 21.14% - Consumer non-durables: 13.04% - Technology Services: 9.78% - ETFs: 20.91% - Consumer Services:... 显示更多 翻译
Aaron Chong En Wee
Dear partners, I would like to warmly welcome and thank everyone who have just given me your vote of confidence and invested with the portfolio. Given that I usually don't market or advertise myself, I'm unsure how you found me but I'm glad you did. Long-time partners would already expect... 显示更多 翻译
Aaron Chong En Wee
Dear partners, This is the portfolio's monthly update reflecting all changes taken place in May 2026, reflected at the start of June 2026: Current asset allocation by market sector: - Finance: 19.81% - Consumer non-durables: 13.04% - Technology Services: 9.64% - ETFs: 21.69% - Consumer Services:... 显示更多 翻译
Aaron Chong En Wee
Dear partners, The quarterly deposit for Q2 2026 has just been made. The new monies equates to 0.36% of the portfolio's current net worth. The next deposit will be made at the end of Q3 2026, in the month of September. Alderique. 翻译
不构成投资建议。作者可能在所提及的金融工具中拥有经济利益。
Aaron Chong En Wee
Dear partners, This is a notification 24 hours in advance of the next quarterly deposit I would be making into the portfolio. The new monies would equate to approximately 0.37% of the portfolio's current net worth. Another notification would be sent out right after the deposit has been made.... 显示更多 翻译
Aaron Chong En Wee
Dear partners, This is a notification a week in advance of the Q2 2026 deposit I would be making into the portfolio. The new capital would be approximately 0.37% of the portfolio's current net worth. Another notification would be sent out 24 hours prior to the deposit being made, and another... 显示更多 翻译
Aaron Chong En Wee
Dear partners, The month of May continued to see the portfolio's performance for the year at a flatline. As of this writing, the portfolio has gained 0.76% as compared to the SPX500's 7.98% and the RSP equal weighted index of 7.65%. Much of this can be attributed to two major factors, both... 显示更多 翻译
Aaron Chong En Wee
Dear partners, This is the portfolio's monthly update reflecting all changes taken place in April 2026, reflected at the start of May 2026: Current asset allocation by market sector: - Finance: 20.04% - Consumer non-durables: 14.13% - Technology Services: 9.34% - ETFs: 21.78% - Consumer Services:... 显示更多 翻译
Aaron Chong En Wee
Dear partners, The month of April saw the portfolio gaining 2.30%, bringing the portfolio's year-to-date performance back into the green at 1.42%. Over the past 30 days, the portfolio has closed a total of 9 positions, all in profits ranging between 0.10% to 25.72%. Long time partners would... 显示更多 翻译
Aaron Chong En Wee
Dear partners, Apologies for the tardy update. This is the portfolio's monthly update reflecting all changes taken place in March 2026, reflected at the start of April 2026: Current asset allocation by market sector: - Finance: 20.05% - Consumer non-durables: 14.04% - Technology Services: 9.13% -... 显示更多 翻译

关于 Aaron Chong En Wee
新加坡
策略: 价值策略

Classic defensive, conservative stock investing. Fundamental-analysis driven.
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